2022-08-18T09:13:43-05:00 2021-12-31 331197384 ANDERSEN TAX LLC 1700 EAST PUTNAM AVENUE SUITE 408 OLD GREENWICH CT 06870 990PF 2021-01-01 223309886 THE PERRIN FAMILY FOUNDATION C/O ANDERSEN TAX LLC PERR 2034387349 1700 EAST PUTNAM AVENUE 408 OLD GREENWICH CT 06870 SHEILA PERRIN TRUSTEE 2034387349 2022-08-09 1 SHEILA PERRIN 999009999 CHRIS CARREIRA P01250834 2039873660 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 29557395 X 524433 35 35 536753 536753 6106677 22415633 6106677 2397 -692 7170295 6642773 150000 0 150000 140875 0 140875 55513 0 55513 16257 6850 9407 239900 157608 82292 23 23 0 70231 1119 0 27853 0 27853 5054 0 5054 1031 0 1031 183182 301 182881 889919 165901 654906 847590 847590 1737509 165901 1502496 5432786 6476872 57423 132475 132475 1459494 292863 292863 38 9912648 15055095 22439966 4301836 5916350 6005574 1094679 649354 686517 33416 33416 16826118 22046137 29557395 515 260 515 260 X 16825603 22045877 0 0 0 0 16825603 22045877 16826118 22046137 16825603 5432786 0 22258389 212512 22045877 PUBLICLY TRADED SECURITIES 3104192 3053999 50193 50193 PUBLICLY TRADED SECURITIES 21385 19401 1984 1984 PUBLICLY TRADED SECURITIES 70000 70000 0 0 PUBLICLY TRADED SECURITIES 250765 249810 955 955 PUBLICLY TRADED SECURITIES 40000 40000 0 0 PUBLICLY TRADED SECURITIES 4255339 3836701 418638 418638 PUBLICLY TRADED SECURITIES 820783 790014 30769 30769 PUBLICLY TRADED SECURITIES 647145 343974 303171 303171 PUBLICLY TRADED SECURITIES 1022464 708291 314173 314173 PUBLICLY TRADED SECURITIES 50000 49892 108 108 PUBLICLY TRADED SECURITIES 585010 570450 14560 14560 PUBLICLY TRADED SECURITIES 489216 362539 126677 126677 PUBLICLY TRADED SECURITIES 325394 45071 280323 280323 PUBLICLY TRADED SECURITIES 140953 10186 130767 130767 PUBLICLY TRADED SECURITIES 10543325 6158628 4384697 4384697 FROM K-1 - GS CAPITAL PARTNERS VI PARALLEL, LP P 39409 39409 39409 CAPITAL GAINS DIVIDENDS P 10253 10253 10253 6106677 90029 0 90029 0 90029 62145 0 35000 0 97145 X 0 7116 7116 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 WWW.PERRINFAMILYFOUNDATION.ORG BANK OF AMERICA NA 8008787878 114 WEST 47TH STREET NEW YORK NY 10036 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES R PERRIN C/O PERRIN FAMILY FOUNDATION 85 WILLOW STREET NEW HAVEN CT 06511 TRUSTEE 2.00 0 0 0 SHEILA A PERRIN C/O PERRIN FAMILY FOUNDATION 85 WILLOW STREET NEW HAVEN CT 06511 TRUSTEE 5.00 0 0 0 DAVID B PERRIN C/O PERRIN FAMILY FOUNDATION 85 WILLOW STREET NEW HAVEN CT 06511 TRUSTEE 2.00 0 0 0 JEFFREY L PERRIN C/O PERRIN FAMILY FOUNDATION 85 WILLOW STREET NEW HAVEN CT 06511 TRUSTEE 2.00 0 0 0 ANNE KENAN C/O PERRIN FAMILY FOUNDATION 85 WILLOW STREET NEW HAVEN CT 06511 TRUSTEE 2.00 0 0 0 KERRY ELLINGTON C/O PERRIN FAMILY FOUNDATION 85 WILLOW STREET NEW HAVEN CT 06511 DIRECTOR 2.00 8500 0 0 JAHNICE CAJIGAS C/O PERRIN FAMILY FOUNDATION 85 WILLOW STREET NEW HAVEN CT 06511 DIRECTOR 2.00 8500 0 0 TWYLAH GREAVES C/O PERRIN FAMILY FOUNDATION 85 WILLOW STREET NEW HAVEN CT 06511 DIRECTOR 2.00 8500 0 360 LAURA E MCCARGAR 85 WILLOW STREET NEW HAVEN CT 06511 PRESIDENT 40.00 150000 24401 937 AMARILIS PULLEN 85 WILLOW STREET NEW HAVEN CT 06511 PROGRAM OFFICER 40.00 95500 18566 923 MERCEDES MACALPINE 85 WILLOW STREET NEW HAVEN CT 06511 PROGRAM ASSOCIATE 40.00 45375 9514 318 0 US TRUST 114 WEST 47TH ST 7TH FL NEW YORK NY 10036 INVESTMENT ADVISORY 93136 GOLDMAN SACHS 200 WEST STREET NEW YORK NY 10282 INVESTMENT ADVISORY 64472 0 THE BUILDING LEADERSHIP AND ORGANIZING CAPACITY (BLOC) INITIATIVE IS A COHORT-BASED CAPACITY BUILDING INITIATIVE DESIGNED TO BUILD CONNECTICUT'S RESEARCH, ANALYSIS, AND ORGANIZING CAPACITY OF YOUTH-LED SOCIAL CHANGE GROUPS. THE BLOC INITIATIVE SEEKS TO INCREASE THE MEANINGFUL INCLUSION OF YOUTH IN LEADERSHIP OR DECISION-MAKING ROLES IN THEIR ORGANIZATIONS, STRENGTHEN ORGANIZATIONS' ABILITY TO DEVELOP AND IMPLEMENT EFFECTIVE YOUTH ORGANIZING CAMPAIGNS THAT LEAD TO CONCRETE AND LASTING CHANGE AROUND THE ISSUES THAT YOUTH HAVE IDENTIFIED; AND BUILD COLLABORATIVE RELATIONSHIPS AND PARTNERSHIPS AMONG ORGANIZATIONS COMMITTED TO BUILDING A MOVEMENT FOR YOUTH-LED SOCIAL CHANGE IN CONNECTICUT. PARTICIPATING ORGANIZATIONS ENGAGE IN MONTHLY WORKSHOPS, ATTEND BIANNUAL RETREATS, AND RECEIVE TARGETED TECHNICAL ASSISTANCE. THE INITIATIVE IS CO-DESIGNED WITH ALUMNI OF THE PROGRAM THAT WORK IN THE FIELD OF YOUTH-LED SOCIAL CHANGE. 48283 THE PERRIN FAMILY FOUNDATION OFFERS CAPACITY-BUILDING CONSULTANTS, TRAINING AND WORKSHOPS, AND CONVENINGS TO OUR GRANTEE PARTNERS, YOUTH PRACTITIONERS, AND COMMUNITY GROUPS ACROSS THE STATE OF CT TO DEEPEN THE SECTOR'S ABILITY TO SUPPORT YOUNG PEOPLE AS LEADERS OF SOCIAL CHANGE. IN 2021, THIS ALSO INCLUDED PUBLICATIONS AND COMMUNICATIONS WORK ASSOCIATED WITH THE GROWTH OF YOUTH LED SOCIAL CHANGE FIELD AND A PUBLICATION ABOUT YOUTH VOICES ON COVID19 AND SYSTEMIC RACISM. 37236 THE CRITICALLY CONSCIOUS YOUTH DEVELOPMENT (CCYD) GRANT PROGRAM IS A COHORT-BASED CAPACITY-BUILDING INITIATIVE FOCUSED ON DEVELOPING THE SKILLS OF YOUTH DEVELOPMENT STAFF AND THEIR ABILITY TO DEVELOP PROGRAMMING CENTERED AROUND IDENTITY, LIVED EXPERIENCE, AND POLITICAL EDUCATION AS CORE COMPETENCIES. PARTICIPATING ORGANIZATIONS PARTICIPATE IN QUARTERLY TRAINING AND AN ANNUAL RETREAT. THE CAPACITY-BUILDING FELLOWS AND COACHES ALSO PROVIDE ONGOING CURRICULAR AND TECHNICAL ASSISTANCE. 47802 0 27114758 291605 0 27406363 0 0 27406363 411095 26995268 1349763 1349763 90029 90029 1259734 0 1259734 0 1259734 1502496 0 1502496 1259734 0 0 111537 187315 302884 344260 385688 1331684 1502496 0 0 0 1259734 242762 0 0 1574446 0 0 0 0 0 0 111537 1462909 187315 302884 344260 385688 242762 CHARLES R PERRIN SHEILA A PERRIN LAURA MCCARGAR C/O PERRIN FAMILY FOUNDATION 85 WILLOW STREET NEW HAVEN CT 06511 2034387349 AUTHORIZED PERSONS WHO REPRESENT AN ORGANIZATION WHICH THEY BELIEVE MIGHT QUALIFY FOR SUPPORT ARE REQUESTED FIRST TO SEND A LETTER OF INTENT. THE LETTER SHOULD SUCCINTLY DESCRIBE THE BACKGROUND AND PURPOSE OF THE ORGANIZATION AND BRIEFLY OUTLINE THE PROJECT OR PROGRAM FOR WHICH MONIES ARE BEING SOUGHT. ALL LETTERS WILL BE ACKNOWLEDGED. IF THE FOUNDATION FINDS THE REQUEST APPROPRIATE FOR ITS SUPPORT, THE APPLICANT WILL BE MAILED GUIDELINES FOR SUBMISSION. ALL GRANT REQUESTS MAY REQUIRE AS LONG AS THREE MONTHS FOR PROCESSING BEFORE A FINAL DECISION IS COMMUNICATED TO THE PETITIONING ORGANIZATION. THOSE PROJECTS OR PROGRAMS RECEIVING MONEY ARE REQUESTED TO PROVIDE AN EVALUATION AT THE END OF THE FUNDING PERIOD. THE AVERAGE GRANT IS BETWEEN $10,000 AND $30,000. NONE GRANTS ARE AWARDED ONLY TO NON-PROFIT ORGANIZATIONS OR FISCAL SPONSORS THAT HAVE TAX-EXEMPT STATUS UNDER THE U.S. INTERNAL REVENUE CODE. GRANT PRIORITY IS GIVEN TO ORGANIZATIONS WORKING TO DEVELOP COLLECTIVE YOUTH LEADERSHIP AND YOUTH-LED SOCIAL CHANGE INITIATIVES IN CONNECTICUT. ORGANIZATIONS THAT THE PERRIN FAMILY FOUNDATION WOULD CONSIDER FUNDING MUST SHOW EVIDENCE THAT THEY SUPPORT YOUTH AND ADULTS WORKING TOGETHER IN AUTHENTIC PARTNERSHIPS, WHERE THE DEVELOPMENT OF INDIVIDUAL LEADERSHIP SKILLS IS BALANCED BY A COMMITMENT TO COLLECTIVE YOUTH VOICE , SHARED LEADERSHIP, AND WHERE YOUTH ARE ENCOURAGED TO ENGAGE WITH THEIR BROADER COMMUNITY AS THEY EXPLORE AND INVESTIGATE THEIR EVERYDAY REALITIES. GRANTS WILL NOT BE AWARDED TO FUND PUBLIC OR PRIVATE SCHOOL PROGRAMMING. GRANTS WILL ALSO NOT BE AWARDED TO FUND ATHLETIC, JUVENILE JUSTICE, JOB TRAINING PROGRAMS, COMMUNITY EVENTS OR CAPITAL PROJECTS. A BETTER WAY FOUNDATION PO BOX 942 HARTFORD CT 06101 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 50000 A BETTER WAY FOUNDATION PO BOX 615 NEW LONDON CT 06320 N/A 501(C)(3) ORGANIZATI HEARING YOUTH VOICES 65000 A BETTER WAY FOUNDATION PO BOX 942 HARTFORD CT 06101 N/A 501(C)(3) ORGANIZATI THE CONNECTICUT BLACK AND BROWN STUDENT UNION 80000 ACHIEVE HARTFORD 14 STANROD AVENUE WATERBURY CT 06704 N/A 501(C)(3) ORGANIZATI RACCE 5000 BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE 330 7TH AVENUE NEW YORK NY 10001 N/A 501(C)(3) ORGANIZATI FUNDERS COLLABORATIVE ON YOUTH ORGANIZING 60000 BLUE HILLS CIVIC ASSOCIATION 410 HOMESTEAD AVENUE HARTFORD CT 06112 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 25000 CITYWIDE YOUTH COALITION INC 928 CHAPEL STREET NEW HAVEN CT 06510 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 35000 CITYWIDE YOUTH COALITION INC 928 CHAPEL STREET SUITE 201/202 NEW HAVEN CT 06510 N/A 501(C)(3) ORGANIZATI CAPACITY BUILDING 5000 COMMON COUNSEL FOUNDATION 1624 FRANKLIN STREET SUITE 1022 OAKLAND CA 94612 N/A 501(C)(3) ORGANIZATI VISIONARY FREEDOM FUND 25000 COMMUNITY MEDIATION 1253 WHITNEY AVENUE HAMDEN CT 06517 N/A 501(C)(3) ORGANIZATI STUDENTS FOR EDUCATIONAL JUSTICE 35000 CONNECTICUT COUNCIL FOR PHILANTHROPHY 221 MAIN STREET HARTFORD CT 06106 N/A 501(C)(3) ORGANIZATI SUPPORTING ORGANIZING WORK CT 65000 CONNECTICUT COUNCIL FOR PHILANTHROPY 221 MIAN STREET HARTFORD CT 06106 N/A 501(C)(3) ORGANIZATI MEMBERSHIP 3930 FRACTURED ATLAS INC 600 EAST STREET NEW BRITAIN CT 06051 N/A 501(C)(3) ORGANIZATI PARADYM ACADEMY, INC. 35000 FRACTURED ATLAS INC 600 EAST STREET NEW BRITAIN CT 06051 N/A 501(C)(3) ORGANIZATI PARADYM CAPACITY MINIGRANT 5000 GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS 1725 DESALES STREET NW SUITE 404 WASHINGTON DC 20036 N/A 501(C)(3) ORGANIZATI MEMBERSHIP 810 HARTFORD FOOD SYSTEM INC 190 WETHERSFIELD AVENUE HARTFORD CT 06114 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 25000 INSTITUTE FOR COMMUNITY RESEARCH 2 HARTFORD SQUARE W HARTFORD CT 06106 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 15000 KATAL CENTER FOR HEALTH EQUITY AND JUSTICE 200 VARICK SUITE 201 NEW YORK NY 10014 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 75000 KATAL CENTER FOR HEALTH EQUITY AND JUSTICE 200 VARICK SUITE 201 NEW YORK NY 10014 N/A 501(C)(3) ORGANIZATI CAPACITY BUILDING 5000 LEADERSHIP EDUCATION AND ATHLETICS IN PARTNERSHIP 31 JEFFERSON STREET NEW HAVEN CT 06511 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 5000 MAKE THE ROAD STATES 360 FARMINGTON AVENUE HARTFORD CT 06105 N/A 501(C)(3) ORGANIZATI MAKE THE ROAD CT 35000 MIDDLESEX UNITED WAY 100 RIVERVIEW CENTER SUITE 230 MIDDLETOWN CT 06457 N/A 501(C)(3) ORGANIZATI MIDDLETOWN RACIAL JUSTICE COALITION 5000 NATIONAL CENTER FOR FAMILY PHILANTHROPHY 1667 K STREET NW SUITE 550 WASHINGTON DC 20006 N/A 501(C)(3) ORGANIZATI MEMBERSHIP 1500 NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY 1331 H STREET NW SUITE 200 WASHINGTON DC 20005 N/A 501(C)(3) ORGANIZATI MEMBERSHIP 750 NEIGHBORHOOD FUNDERS GROUP 300 FRANK H OGAWA PLAZA OAKLAND CA 94612 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 600 SAVE GIRLS ON FYER 276 HIGHLAND AVENUE WATERBURY CT 06708 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 35000 SCHOOL OF UNITY & LIBERATION 1714 FRANKLIN STREET 100-280 OAKLAND CA 94612 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 10000 THE WRITER'S BLOCK INK 345 STATE STREET NEW LONDON CT 06320 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 35000 UNITED WE DREAM NETWORK PO BOX 33231 WASHINGTON DC 20033 N/A 501(C)(3) ORGANIZATI CT STUDENTS FOR A DREAM CAPACITY BUILDING 5000 UNITED WE DREAM NETWORK PO BOX 33231 WASHINGTON DC CT 20033 N/A 501(C)(3) ORGANIZATI CT STUDENTS FOR A DREAM 50000 WINDHAM REGIONAL COMMUNITY COUNCIL INC 872 MAIN STREET WILLIMANTIC CT 06226 N/A 501(C)(3) ORGANIZATI GROW WINDHAM 35000 WINDHAM REGIONAL COMMUNITY COUNCIL INC 872 MAIN STREET WILLIMANTIC CT 06226 N/A 501(C)(3) ORGANIZATI GROW WINDHAM CAPACITY BUILDING 10000 YOUTH BUSINESS INITIATIVE 11 DAY STREET 2ND FLOOR NORWALK CT 06854 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 5000 847590 0 14 35 14 536753 14 2397 18 6106677 0 6645862 0 6645862 0 0 0 0 0 0 0 0 0 0 X X 1 CHARLIE PERRIN 676 TITICUS ROAD NORTH SALEM NY 10560 249466 X 2 CHARLIE PERRIN 676 TITICUS ROAD NORTH SALEM NY 10560 12500 X 3 SHEILA PERRIN 676 TITICUS ROAD NORTH SALEM NY 10560 12500 X 4 SHEILA PERRIN 676 TITICUS ROAD NORTH SALEM NY 10560 249467 X 1 MARKETABLE SECURITIES 249466 2021-11-05 4 MARKETABLE SECURITIES 249467 2021-11-05 ACCOUNTING FEES 16257 6850 9407 PUBLICLY TRADED CORPORATE BONDS & OTHER DEBT 5916350 6005574 PUBLICLY TRADED CORPORATE STOCK & OTHER EQUITIES 15055095 22439966 KKR PRINCIPAL OPPORTUNITIES II ACCESS AT COST 274719 325302 GS CAPITAL PARTNERS VI LP AT COST 102110 86979 GOLDMAN SACHS TACTICAL TILT OVERLAY MUTUAL FUND AT COST 272525 274236 FMV VS. COST BASIS OF CONTRIBUTED SECURITIES 209227 BASIS ADJUSTMENTS 3285 BUSINESS EXPENSES 12658 0 12658 DUES AND SUBSCRIPTIONS 361 0 361 EDUCATIONAL WORKSHOPS (SEE PART IX-A DETAILS) 133322 0 133322 GS CAPITAL PARTNERS VI PARALLEL, LP 299 299 0 INSURANCE 5810 0 5810 PAYROLL SERVICES 3004 0 3004 PROFESSIONAL DEVELOPMENT 14516 0 14516 UTILITIES 3786 0 3786 WEBSITE 9424 0 9424 GS #149-4 - ADR FEES 2 2 0 GS CAPITAL PARTNERS VI PARALLEL, L.P. -692 -692 -692 GOLDMAN SACHS #4760 - NONDIVIDEND DISTRIBUTION 1441 0 1441 GOLDMAN SACHS #1494 - OTHER INCOME 1648 0 1648 EMPLOYEE SIMPLE IRA PAYABLE 515 260 BOARD 25860 0 25860 CONSULTING FEES 56432 0 56432 GS #2519 - MGT FEES 8692 8692 0 GS #4149 - MGT FEES 10805 10805 0 GS #5476 - MGT FEES 36857 36857 0 GS #6010 - MGT FEES 2885 2885 0 GS #6999 -MGT FEES 5233 5233 0 US TRUST 93136 93136 0 FEDERAL ESTIMATES & EXTENSION 68000 0 0 GOLDMAN SACHS #4760 - FOREIGN TAXES 3 3 0 GOLDMAN SACHS #4760 - RECLAIMABLE FOREIGN TAXES 858 0 0 GOLDMAN SACHS #6181 - FOREIGN TAXES 507 507 0 GOLDMAN SACHS #9251 - FOREIGN TAXES 357 357 0 GS CAPITAL PARTNERS VI PARALLEL - FOREIGN TAXES PAID 251 251 0 GOLDMAN SACHS #1494 - FOREIGN TAXES 1 1 0 GOLDMAN SACHS #1494 - RECLAIMABLE FOREIGN TAXES PAID 254 0 0